Gift shares directly to us
This example is set out for additional rate tax payers. If
you pay a lower rate of tax, your tax savings will reduce
For a long term approach to giving with a CAF
Charitable Trust, you can either place the proceeds into the CAF Charitable Trust or, subject to our investment policy, hold the shares in the CAF Charitable Trust to generate an investment return. We will help you manage and grow the funds to increase the amount to give to charity.
For regular giving we will place the proceeds into a CAF Charity Account,
allowing you to give to charity when and where you
The tax benefits
||Market value of shares gifted to us
and placed in your CAF Charitable Trust or CAF Charity
||Total tax savings:
20% Capital Gains Tax* of the £4,000 Capital Gain and 45% Income
Tax relief on total gift – for additional rate tax payers from 6th
||Net cost to you for your £10,000
* In this example the original base cost is £6,000.
Find out more
For CAF Charitable Trust clients
Please contact your dedicated private client manager direct.
Alternatively, our private client managers are happy to
advise about any aspect of giving, so please call 03000 123
028 (9am-5pm Monday to Friday) or complete our online
form and we’ll get back to you within one
For CAF Charity Account customers:
To find out more and contact our team about share giving, please
our online form
HMRC Qualifying Shares
A wide range of shares and securities can be gifted in this way.
These include those listed or dealt on a recognised stock exchange
in the UK and many international exchanges: the USA, Canada,
Australia, Hong Kong, New Zealand, Japan, Colombo, Singapore,
Johannesburg, Switzerland and the EU countries. We will be happy to advise you before you make your gift whether or not the shares are listed on a recognised stock exchange.
There are other investments that also qualify,
including authorised unit trusts, UK open-ended investment company
shares and certain foreign collective investment scheme
holdings. We recommend that you seek confirmation from HMRC that your investment qualifies for Income Tax relief.
We are unable to offer advice on personal tax
issues. So if you are unsure of your tax situation, we recommend
that you speak to a professional advisor or visit the HMRC website